Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • Annuity Risk-Management Seminar: Variable Annuity Guarantees Modeling: Incorporating Derivative-Based Hedging
    Annuity Risk-Management Seminar: Variable Annuity Guarantees Modeling: Incorporating Derivative-Based Hedging Presented at May 2005 Spring Meeting. Panelists discuss annuity risk management ...

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    • Authors: Michael J O'Connor, Michelle Smith
    • Date: May 2005
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities
  • Long-Term Minimum Interest Rate Guarantees
    Long-Term Minimum Interest Rate Guarantees 1994 SOA Spring Meeting, San Francisco. This session explored the product design, pricing, and investment management strategies to mitigate the risk ...

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    • Authors: Joseph E Crowne, Cristina S Keppler, John Schreiner, William T McKinzie
    • Date: May 1994
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments; Life Insurance
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
  • Managing Retirement Assets Symposium: Full Circle - Purchasing Insured Annuities in a Defined-Benefit Plan
    Managing Retirement Assets Symposium: Full Circle - Purchasing Insured Annuities in a Defined-Benefit Plan This paper will describe why self-insurance is less attractive with ...

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    • Authors: Mark Ruloff, Elissa Tauber
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Investment strategy - Annuities; Pensions & Retirement>Pension investments & asset liability management
  • Realized Capital Gains Of Non-Qualified Separate Accounts
    Realized Capital Gains Of Non-Qualified Separate Accounts Discusses the importance of making tax-motivated investment decisions regarding one portfolio of a company within the context of the ...

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    • Authors: John C Fraser
    • Date: Apr 1973
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Investment strategy - Annuities; Financial Reporting & Accounting>Tax accounting
  • The Future of Retirement Planning is Already Here — It's Jus
    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations and methods required to improve retirement security exist, but have not been pulled together into an ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics